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Alexander Michael Pron

Investment adviser representative at Crossover Capital
15 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$179.5MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

15 years in the industry.

  1. Crossover CapitalMay 2023 to now
  2. Crossover Capital Brands LLC dba Crossover CapitalMay 2023 to now
  3. Bank of America, N.A.Feb 2012 to May 2023
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2011 to May 2023

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 3 states (NJ, PA, TX).

Crossover Capital

Legal name: Crossover Capital Brands LLC

$179.5MAssets managed
99Clients
3Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5145602
Firm CRD
326625
Advisor's SEC record (opens in a new tab)
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